Re: Inflation/Real Estate - CRE Trends / The Strong US Consumer & The "Ivan Drago" Fed.
I presented my Macro views on a panel this week alongside a bunch of CRE developers/operators/public REIT CEOs. Here is a summary of my learnings along with my Macro thoughts. Chatham Rules apply.
For the last several quarters, I’ve participated in several private roundtable discussions alongside a group of CRE developers/operators as well as public REIT CEOs.
Here is the last summary I wrote up from last year:
Re: Inflation/Real Estate-Train Wreck In Progress.
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First, we heard from a REIT operator for some public market perspectives. A couple of choice quotes that summarize the current zeitgeist:Kaoboy Musings is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
This week, I presented alongside such a panel of experts again, where I closed with my Macro views. This is a summary of my learnings and …
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